Filed October 5, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,575 | $138,347+4.5% | $184,203-21.5% | $80,856+78.8% |
| Participation rate | 88.6% | 83.9%+4.7pp | 86.8%+1.8pp | 67.6%+20.9pp |
| Annual return | 12.43% | 20.02%-7.6pp | 28.81%-16.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,570 | $4,850+35.5% | $6,427+2.2% | $2,755+138.5% |
| Participant deferral / active EE | $3,919 | $7,071-44.6% | $9,131-57.1% | $4,296-8.8% |
| Admin fee / account holder | $27,004 | $10,483+157.6% | $13,901+94.3% | $6,918+290.3% |